Compass: The AIC's monthly newsletter

This month Compass blasts off, revealing the investment trusts joining the space race. And Ian Cowie analyses why investment trusts outperform their sister funds.

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What's on the horizon?

Ian Cowie gives his outlook for investors this year.

Looking forward to 2023 - what is your biggest cause for concern?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust reveal their biggest causes for concern in 2023.

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Fund manager poll

Energy tipped to be top performer in 2023 followed by information technology

Reflecting on your performance in 2022 - what went well and what went badly?

The managers of Murray International, The Merchants Trust and Baillie Gifford US Growth Trust discuss the performance of their investment companies in 2022.

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Bag a real bargain this Christmas

Looking for gift ideas? David Prosser discusses why shares in an investment company could be one present your loved ones will thank you for over many years to come.

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Not just a present for Christmas

Saving for children with investment companies

How is renewable energy infrastructure helping to tackle the problem of high energy prices?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how renewable energy infrastructure is helping to tackle high energy prices.

Is the regulatory environment and government policy supportive of renewable energy infrastructure?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how supportive the regulatory environment and government policy is of the Renewable Energy infrastructure sector.

What kind of assets do you invest in and how does this benefit investors?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss the types of assets they are investing in.

Where are you seeing the most exciting opportunities and what risks might lie ahead?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss the opportunities and risks in the renewable energy infrastructure sector.

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AIC welcomes guides to investing in less liquid assets

The Productive Finance Working Group guides are designed to help defined contribution pension schemes understand the key considerations and risks around investment in less liquid assets.

How are current volatile market conditions affecting the Renewable Energy Infrastructure sector?

The managers of SDCL Energy Efficiency Income, VH Global Sustainable Energy Opportunities and ThomasLloyd Energy Impact discuss how volatile market conditions are affecting the Renewable Energy Infrastructure sector.

Thematic research

Third-party thematic research on investment companies can be found below.

No country for old energy

8 May 2026

As the energy mix evolves, renewables look increasingly attractive, despite market scepticism.

A shot in the arm

8 May 2026

Pension fund cash could be a boon for the sector.

I fought the war, and the war won

29 April 2026

A year on from Liberation Day, Kepler analysts look at who is winning the trade war.

Half of Diverse Income shareholders move to open-end sister fund

They will convert their shares over to Premier Miton UK Multi Cap Income ahead of the trust’s wind down next month, with the remainder taking a cash exit.

Schroders and LondonMetric aim at £403mn REIT tie-up

A proposed three-way tie-up between LondonMetric Property, Schroder Real Estate Investment Trust nd Picton Property Income has underscored renewed confidence in the UK listed property sector, as investors and boards seek scale, efficiency and stronger income growth in a recovering commercial real estate market.

Schroder Income boosts Relx and exits 3i in active first half

Manager Sue Noffke took advantage of Relx's depressed share price but said 3i had 'left little room for disappointment’.

International Biotech boosted by 250% gain from one big hitter

The £380m trust made a timely exit from one of its top stocks just before it more than halved in value.
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Lowland lags UK’s blue-chip rally but aims high by buying lowly-valued smaller stocks outside FTSE 100

Lowland (LWI), the £372m UK equity income trust running a higher-than-normal allocation to companies outside the FTSE 100, returned 7.1% in the six months to 31 March but lagged the FTSE All-Share as blue-chip stocks once again led the way. The benchmark index rose 8.9% with shareholders in the Janus Henderson managed trust receiving 6.8% […]

Target Healthcare REIT

11 May 2026

Q326 progress ahead of accretive deployment.

Canadian General Investments

8 May 2026

Keeping calm and focused amid global turmoil.

Pantheon Infrastructure

8 May 2026

Moving to a new phase.

Lindsell Train

7 May 2026

"Market mispricing AI risk".

Montanaro UK Smaller Companies

6 May 2026

The elastic band stretches further.

Transaction in Own Shares

13/05/2026 - 17:43

BlackRock Smaller Companies

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Transaction in Own Shares

13/05/2026 - 17:41

Fidelity Emerging Markets

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Transaction in Own Shares

13/05/2026 - 17:37

Rights & Issues Investment Trust

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Transaction in Own Shares

13/05/2026 - 17:36

The European Smaller Companies Trust

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Transaction in Own Shares

13/05/2026 - 17:35

BlackRock Greater Europe

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